My legal client are looking for a Finance Administrator/Assistant to join them in their offices in Oxfordshire. This is a great role for someone who might like to fit work around school hours, but it would be 5 days a week. They would also require you to work from the office. Hybrid working may be available later down the line, but initially you will be required in the office for training etc. You will be joining a current team of 3, assisting in the Accounts Department and in the Business Support with day to day responsibilities and projects. You will keep the Department Manager & Partners informed throughout and advising them immediately of any areas of concern. Some of your responsibilities will include: Managing transactions on all client matters Organising office and client CHAPS and BACS payments Monitoring all account bank statements Assisting with reporting Assisting with supplier invoices Assisting with Payroll, tax and pension administration and maintaining records Assisting with credit control The suitable candidate will: Have demonstrable maths/accounts ability such as A level maths or finance/accounts qualification or experience Any bookkeeping experience will be advantageous, even if it is basic An understanding of SRA accounts rules Competent computer user skills (Excel, Word) Good spoken and written communication skills Parking will be provided Please send your CV to the relevant email address to find out more!
Mar 22, 2026
Full time
My legal client are looking for a Finance Administrator/Assistant to join them in their offices in Oxfordshire. This is a great role for someone who might like to fit work around school hours, but it would be 5 days a week. They would also require you to work from the office. Hybrid working may be available later down the line, but initially you will be required in the office for training etc. You will be joining a current team of 3, assisting in the Accounts Department and in the Business Support with day to day responsibilities and projects. You will keep the Department Manager & Partners informed throughout and advising them immediately of any areas of concern. Some of your responsibilities will include: Managing transactions on all client matters Organising office and client CHAPS and BACS payments Monitoring all account bank statements Assisting with reporting Assisting with supplier invoices Assisting with Payroll, tax and pension administration and maintaining records Assisting with credit control The suitable candidate will: Have demonstrable maths/accounts ability such as A level maths or finance/accounts qualification or experience Any bookkeeping experience will be advantageous, even if it is basic An understanding of SRA accounts rules Competent computer user skills (Excel, Word) Good spoken and written communication skills Parking will be provided Please send your CV to the relevant email address to find out more!
We are exclusively partnering with a highly regarded financial services firm in Coventry to recruit an experienced Financial Services Administrator. This is a rare opportunity to join a business that doesn't often hire, offering a genuinely supportive environment where you'll be a valued part of a close-knit team. If you're currently feeling like just a number in a larger organisation, this role offers something different: real ownership, variety in your day-to-day work, and the chance to build meaningful relationships. Why This Role Stands Out This isn't just another admin role. You'll work alongside experienced advisers in a firm known for its personal approach and long-standing client relationships. With an evolving client bank, particularly in areas such as income drawdown and ongoing client servicing, you'll play a key role in delivering a high-quality, tailored service. As part of a small, collaborative team, your voice will be heard, your contribution recognised, and your development supported. The business offers a refreshing alternative to larger corporate environments, with a strong focus on teamwork, flexibility, and long-term growth. Key Responsibilities Building and maintaining strong client relationships through regular contact and support Liaising with providers, lenders, and solicitors to progress cases efficiently Assisting with product and fund research Producing cashflow models Supporting the preparation of suitability reports (training available if required) Managing new business processing through to completion Ensuring all client files are accurate, compliant, and up to date Handling mortgage documentation and coordinating applications Supporting ongoing client servicing, including changes and withdrawals Managing client reviews and preparing review suitability letters Maintaining and updating CRM systems Handling post, calls, and general office duties Supporting wider team functions, including IT coordination when required Maintaining CPD and attending relevant industry seminars About You Previous experience within a financial advisory practice is essential Strong knowledge of pensions and investments administration Mortgage experience is advantageous but not essential Highly organised with excellent attention to detail A team player who thrives in a collaborative environment Confident communicator with a client-focused approach Enthusiastic, proactive, and keen to develop Experience with systems such as Fintegrate ATR, Selecta Pension, Defaqto Engage, Paraplanning Online (PPOL), Intelliflo, CRM Brain, or IPipeline would be beneficial. What's on Offer c. £35,000 salary (depending on experience) 23 days annual leave plus bank holidays Pension scheme City centre location A genuinely friendly, close-knit team environment Opportunity to grow and develop with the business If you're looking for a role where you can step away from rigid corporate structures and join a business that truly values its people, we'd love to hear from you. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.
Mar 22, 2026
Full time
We are exclusively partnering with a highly regarded financial services firm in Coventry to recruit an experienced Financial Services Administrator. This is a rare opportunity to join a business that doesn't often hire, offering a genuinely supportive environment where you'll be a valued part of a close-knit team. If you're currently feeling like just a number in a larger organisation, this role offers something different: real ownership, variety in your day-to-day work, and the chance to build meaningful relationships. Why This Role Stands Out This isn't just another admin role. You'll work alongside experienced advisers in a firm known for its personal approach and long-standing client relationships. With an evolving client bank, particularly in areas such as income drawdown and ongoing client servicing, you'll play a key role in delivering a high-quality, tailored service. As part of a small, collaborative team, your voice will be heard, your contribution recognised, and your development supported. The business offers a refreshing alternative to larger corporate environments, with a strong focus on teamwork, flexibility, and long-term growth. Key Responsibilities Building and maintaining strong client relationships through regular contact and support Liaising with providers, lenders, and solicitors to progress cases efficiently Assisting with product and fund research Producing cashflow models Supporting the preparation of suitability reports (training available if required) Managing new business processing through to completion Ensuring all client files are accurate, compliant, and up to date Handling mortgage documentation and coordinating applications Supporting ongoing client servicing, including changes and withdrawals Managing client reviews and preparing review suitability letters Maintaining and updating CRM systems Handling post, calls, and general office duties Supporting wider team functions, including IT coordination when required Maintaining CPD and attending relevant industry seminars About You Previous experience within a financial advisory practice is essential Strong knowledge of pensions and investments administration Mortgage experience is advantageous but not essential Highly organised with excellent attention to detail A team player who thrives in a collaborative environment Confident communicator with a client-focused approach Enthusiastic, proactive, and keen to develop Experience with systems such as Fintegrate ATR, Selecta Pension, Defaqto Engage, Paraplanning Online (PPOL), Intelliflo, CRM Brain, or IPipeline would be beneficial. What's on Offer c. £35,000 salary (depending on experience) 23 days annual leave plus bank holidays Pension scheme City centre location A genuinely friendly, close-knit team environment Opportunity to grow and develop with the business If you're looking for a role where you can step away from rigid corporate structures and join a business that truly values its people, we'd love to hear from you. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Client Services Administrator Location: Stone, Staffordshire (In-person) Salary: £26,000 - £30,000 per year Benefits: 25 days' holiday plus bank holidays, two extra days after Christmas Additional holiday entitlement after 5 years' service Option to purchase extra holiday days after 1 year Birthday day off after 1 year Employer pension contributions (e.g., 5% employer / 3% employee) Private Medical Insurance for employee and children under 18 (after 1 year) 3x salary life cover from day one Annual financial wellbeing session or 1:1 advice with an adviser Paid study leave for exams and CPD Funded support for relevant qualifications Quarterly team events and socials Discretionary Christmas bonus Two paid volunteer/charity days per year Flexible working hours (at Operations Manager discretion) About the Company: This is an established firm of Independent Financial Advisers based in Stone, Staffordshire, providing holistic, planning-led financial advice to clients locally and across the UK. The firm specialises in retirement planning, pensions and investment strategy, protection planning, intergenerational wealth planning, tax-efficient structuring, and long-term Key Responsibilities: Create and maintain accurate client records across back-office systems and tools Prepare client documentation and correspondence for meetings Check accuracy and completeness of new business documentation Process business applications efficiently and compliantly Maintain supporting documentation in line with regulatory requirements Record and reconcile fees accurately Liaise with product providers and obtain necessary information Send Letters of Authority and gather client data Obtain illustrations and application forms, produce portfolio valuations Ensure fund switches, rebalances, top-ups, and withdrawals are executed correctly Support Financial Planners in review delivery and diarise client meeting actions Act as a professional point of contact for client enquiries Maintain up-to-date back-office systems and manage calls, post, and correspondence Undertake additional duties as directed by management What We're Looking For: Minimum 1 year administrative experience Minimum 2 years' experience within a financial planning environment Highly organised, methodical, and disciplined Comfortable working within defined processes and meeting deadlines Strong written and verbal communication skills Able to take personal responsibility for tasks with minimal supervision Excellent attention to detail and a positive, supportive attitude Desirable Skills: Certificate in Financial Planning (or working towards) RO1 and LP2 qualifications Knowledge of back-office financial systems and advanced Excel How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further and explore other suitable roles. Due to the high volume of applications, only successful candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Mar 22, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Client Services Administrator Location: Stone, Staffordshire (In-person) Salary: £26,000 - £30,000 per year Benefits: 25 days' holiday plus bank holidays, two extra days after Christmas Additional holiday entitlement after 5 years' service Option to purchase extra holiday days after 1 year Birthday day off after 1 year Employer pension contributions (e.g., 5% employer / 3% employee) Private Medical Insurance for employee and children under 18 (after 1 year) 3x salary life cover from day one Annual financial wellbeing session or 1:1 advice with an adviser Paid study leave for exams and CPD Funded support for relevant qualifications Quarterly team events and socials Discretionary Christmas bonus Two paid volunteer/charity days per year Flexible working hours (at Operations Manager discretion) About the Company: This is an established firm of Independent Financial Advisers based in Stone, Staffordshire, providing holistic, planning-led financial advice to clients locally and across the UK. The firm specialises in retirement planning, pensions and investment strategy, protection planning, intergenerational wealth planning, tax-efficient structuring, and long-term Key Responsibilities: Create and maintain accurate client records across back-office systems and tools Prepare client documentation and correspondence for meetings Check accuracy and completeness of new business documentation Process business applications efficiently and compliantly Maintain supporting documentation in line with regulatory requirements Record and reconcile fees accurately Liaise with product providers and obtain necessary information Send Letters of Authority and gather client data Obtain illustrations and application forms, produce portfolio valuations Ensure fund switches, rebalances, top-ups, and withdrawals are executed correctly Support Financial Planners in review delivery and diarise client meeting actions Act as a professional point of contact for client enquiries Maintain up-to-date back-office systems and manage calls, post, and correspondence Undertake additional duties as directed by management What We're Looking For: Minimum 1 year administrative experience Minimum 2 years' experience within a financial planning environment Highly organised, methodical, and disciplined Comfortable working within defined processes and meeting deadlines Strong written and verbal communication skills Able to take personal responsibility for tasks with minimal supervision Excellent attention to detail and a positive, supportive attitude Desirable Skills: Certificate in Financial Planning (or working towards) RO1 and LP2 qualifications Knowledge of back-office financial systems and advanced Excel How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further and explore other suitable roles. Due to the high volume of applications, only successful candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
JRRL is looking for a Human Resources Administrator to join a successful financial services client based in London. This is an excellent opportunity for an experienced HR Administrator. You will be providing HR administration support across the business and have the opportunity to be involved in all aspects of HR. Duties for the Human Resources Administrator: All recruitment administration, including the preparation of job adverts, liaising with recruitment agencies, managing the recruitment Applicant Tracking System (ATS), arranging interviews and preparing interview packs Manage the new starters process from offer documentation and induction through to administering the probation reviews, liaising with department to ensure the process runs smoothly Ensure that new starters are set up on all internal systems and pre-employment checks are completed in a timely manner Deal with all aspects of training administration for courses and company sponsored qualifications ensuring staff attending courses receive all the necessary pre and post paperwork including joining instructions in a timely manner Assist with the CPD Under IDD process, maintaining up to date and accurate training records, and preparing quarterly training reports and graphs in time for quarterly meetings Collate sickness records, chase up outstanding Self Certificates/Statements of Fitness, ensuring any issues are brought to the attention your line manager Monitor the HR inbox, responding to routine queries and requests from line managers and employees in a courteous prompt manner liaising with the wider team where necessary to resolve queries Administer maternity, paternity, parental leave, leaver procedures and handle any related queries Assist with benefit renewals, and dealing with all ad hoc aspects of administration for employee benefit changes Assist with the preparation of salary review/bonus/promotion/termination letters Update both the HR systems and manual personnel records to ensure that timely and accurate information is available at all times Provide regular and ad hoc management information reports Manage Long Service Awards process Prepare information for Payroll to ensure all new starters, leavers and changes are captured Process invoices and company credit card statements, liaising with other departments and suppliers Provide a general administrative service for the team including post, stationery and general administrative duties as required Facilities administration issues including updating and maintaining registers in relation to annual contracts, liaising with suppliers and contractors to resolve queries Person Specification for the Human Resources Administrator: Degree educated (minimum 2:1) ideally HR related 1-3yrs administrative experience in a HR position Knowledge and experience using HRIS, ideally Workday Excellent verbal and written communication skills Advanced in using Microsoft Office suite i.e. Word, Excel, PowerPoint and Outlook Highly organised with meticulous attention to detail Demonstrates a 'can do' attitude Ability to build effective relationships at all levels Appreciates and understands the need for confidentiality in dealing with all HR issues Is a co-operative team member Displays a flexible, adaptable approach and always rises to new challenges Remains positive despite difficulty, disappointment and when under pressure Builds rapport with colleagues Is aware of personal development needs and raises issues with manager to help improve effectiveness. Takes on board comments about development needs and is always willing to learn This Human Resources vacancy is a fast paced, varied, and crucial role within a busy HR department offering ownership and the opportunity to get involved in projects and initiatives. This role is a full-time, permanent position. The salary range reflects the candidate's level of experience. The lower end of the band is suited for individuals who may require additional training to meet the role's requirements, while the higher end is for candidates who possess the exact skills and experience outlined above
Mar 22, 2026
Full time
JRRL is looking for a Human Resources Administrator to join a successful financial services client based in London. This is an excellent opportunity for an experienced HR Administrator. You will be providing HR administration support across the business and have the opportunity to be involved in all aspects of HR. Duties for the Human Resources Administrator: All recruitment administration, including the preparation of job adverts, liaising with recruitment agencies, managing the recruitment Applicant Tracking System (ATS), arranging interviews and preparing interview packs Manage the new starters process from offer documentation and induction through to administering the probation reviews, liaising with department to ensure the process runs smoothly Ensure that new starters are set up on all internal systems and pre-employment checks are completed in a timely manner Deal with all aspects of training administration for courses and company sponsored qualifications ensuring staff attending courses receive all the necessary pre and post paperwork including joining instructions in a timely manner Assist with the CPD Under IDD process, maintaining up to date and accurate training records, and preparing quarterly training reports and graphs in time for quarterly meetings Collate sickness records, chase up outstanding Self Certificates/Statements of Fitness, ensuring any issues are brought to the attention your line manager Monitor the HR inbox, responding to routine queries and requests from line managers and employees in a courteous prompt manner liaising with the wider team where necessary to resolve queries Administer maternity, paternity, parental leave, leaver procedures and handle any related queries Assist with benefit renewals, and dealing with all ad hoc aspects of administration for employee benefit changes Assist with the preparation of salary review/bonus/promotion/termination letters Update both the HR systems and manual personnel records to ensure that timely and accurate information is available at all times Provide regular and ad hoc management information reports Manage Long Service Awards process Prepare information for Payroll to ensure all new starters, leavers and changes are captured Process invoices and company credit card statements, liaising with other departments and suppliers Provide a general administrative service for the team including post, stationery and general administrative duties as required Facilities administration issues including updating and maintaining registers in relation to annual contracts, liaising with suppliers and contractors to resolve queries Person Specification for the Human Resources Administrator: Degree educated (minimum 2:1) ideally HR related 1-3yrs administrative experience in a HR position Knowledge and experience using HRIS, ideally Workday Excellent verbal and written communication skills Advanced in using Microsoft Office suite i.e. Word, Excel, PowerPoint and Outlook Highly organised with meticulous attention to detail Demonstrates a 'can do' attitude Ability to build effective relationships at all levels Appreciates and understands the need for confidentiality in dealing with all HR issues Is a co-operative team member Displays a flexible, adaptable approach and always rises to new challenges Remains positive despite difficulty, disappointment and when under pressure Builds rapport with colleagues Is aware of personal development needs and raises issues with manager to help improve effectiveness. Takes on board comments about development needs and is always willing to learn This Human Resources vacancy is a fast paced, varied, and crucial role within a busy HR department offering ownership and the opportunity to get involved in projects and initiatives. This role is a full-time, permanent position. The salary range reflects the candidate's level of experience. The lower end of the band is suited for individuals who may require additional training to meet the role's requirements, while the higher end is for candidates who possess the exact skills and experience outlined above
Job Title: Junior Paraplanner Industry: Financial Planning Location: Bristol (City Centre) Salary: up to £38,000 Job Reference: 10132 Job Description: This is a standout opportunity to join a growing Chartered Financial Planning firm as they establish their first dedicated Bristol office. The business already has an established client base across the South West and an existing presence locally, but this marks a significant investment into Bristol as a key location. You'll be joining at an early stage, giving you real visibility and progression potential as the team builds out. They are looking for an experienced IFA Administrator who wants to progress into Paraplanning, with full support, structured training, and exam funding provided. You'll play a key role in supporting Financial Planners and ensuring a high-quality client experience. Responsibilities include: Processing new business and managing Letters of Authority Managing adviser diaries and booking client meetings Preparing documentation for client reviews Maintaining and updating back-office systems Assisting with suitability reports Attending client meetings and supporting relationship management Carrying out product and provider research Handling general administrative duties including calls and correspondence Benefits: Competitive salary of up to £38,000 11% pension contribution (employer) Discretionary bonus 4x DIS Employee Ownership Trust Full exam support and structured development plan Clear pathway into Paraplanning Skills and experience required: Experience working within Financial Planning / Wealth Management Strong IFA administration background Organised, detail-oriented, and able to manage multiple priorities Ambitious and motivated to progress into Paraplanning
Mar 22, 2026
Full time
Job Title: Junior Paraplanner Industry: Financial Planning Location: Bristol (City Centre) Salary: up to £38,000 Job Reference: 10132 Job Description: This is a standout opportunity to join a growing Chartered Financial Planning firm as they establish their first dedicated Bristol office. The business already has an established client base across the South West and an existing presence locally, but this marks a significant investment into Bristol as a key location. You'll be joining at an early stage, giving you real visibility and progression potential as the team builds out. They are looking for an experienced IFA Administrator who wants to progress into Paraplanning, with full support, structured training, and exam funding provided. You'll play a key role in supporting Financial Planners and ensuring a high-quality client experience. Responsibilities include: Processing new business and managing Letters of Authority Managing adviser diaries and booking client meetings Preparing documentation for client reviews Maintaining and updating back-office systems Assisting with suitability reports Attending client meetings and supporting relationship management Carrying out product and provider research Handling general administrative duties including calls and correspondence Benefits: Competitive salary of up to £38,000 11% pension contribution (employer) Discretionary bonus 4x DIS Employee Ownership Trust Full exam support and structured development plan Clear pathway into Paraplanning Skills and experience required: Experience working within Financial Planning / Wealth Management Strong IFA administration background Organised, detail-oriented, and able to manage multiple priorities Ambitious and motivated to progress into Paraplanning
Lettings Administrator - Birmingham - £28,000 - £30,000 + 10% Discretionary Bonus My client, a market leading and rapidly growing operator of Build to Rent homes are looking for driven Lettings Administrator to join their centralised admin team based in Birmingham. You'll support leasing teams across the UK in creating a best-in-class customer experience, driving innovation and elevating the resident experience. Responsibilities: Tenancy progression for any pending move ins - including referencing checks, serving of documents, issuing contracts, right to rent checks, direct debit set ups and collecting initial rent payments. Rent increase administration across all assets, serving S13 notices and system management. Super user of sales and PM systems (training will be provided). Legislation advisory support for on-site leasing teams - key contact within the business for all teams (training will be provided). Auditing as required, to ensure leasing compliance. Data analysis Supporting the implementation of leasing strategies. Contributing to new property onboarding during mobilisations, including data uploads. Any other duties as required. Requirements: Strong attention to detail and organisation. Experience with MRI/Hubspot an advantage. Friendly, professional, and solutions focused. Passion for excellent customer service. Calm under pressure, with high standards of integrity. Excellent communication - both written and verbal. Proficient in Microsoft Office - especially Excel Able to handle a busy workload and meet deadlines. Confident, proactive, and able to work independently Benefits: 25 days annual leave + bank holidays Workplace pension Employee benefits platform with discounts Wellness support (mental health services, digital GP access) Regular team socials Working Hours: Monday to Friday 9:00am - 5:30pm 1 in every 3 Saturdays with the Friday off in lieuFor more information, please contact Anisha on the Business Support team at Dove & Hawk Property recruitment. Dove & Hawk Property Recruitment acts as an employment agency for permanent recruitment and employment business for the supply of permanent workers. By applying for this job you accept the T&C's and Privacy Policy which can be found at doveandhawk.co.uk
Mar 22, 2026
Full time
Lettings Administrator - Birmingham - £28,000 - £30,000 + 10% Discretionary Bonus My client, a market leading and rapidly growing operator of Build to Rent homes are looking for driven Lettings Administrator to join their centralised admin team based in Birmingham. You'll support leasing teams across the UK in creating a best-in-class customer experience, driving innovation and elevating the resident experience. Responsibilities: Tenancy progression for any pending move ins - including referencing checks, serving of documents, issuing contracts, right to rent checks, direct debit set ups and collecting initial rent payments. Rent increase administration across all assets, serving S13 notices and system management. Super user of sales and PM systems (training will be provided). Legislation advisory support for on-site leasing teams - key contact within the business for all teams (training will be provided). Auditing as required, to ensure leasing compliance. Data analysis Supporting the implementation of leasing strategies. Contributing to new property onboarding during mobilisations, including data uploads. Any other duties as required. Requirements: Strong attention to detail and organisation. Experience with MRI/Hubspot an advantage. Friendly, professional, and solutions focused. Passion for excellent customer service. Calm under pressure, with high standards of integrity. Excellent communication - both written and verbal. Proficient in Microsoft Office - especially Excel Able to handle a busy workload and meet deadlines. Confident, proactive, and able to work independently Benefits: 25 days annual leave + bank holidays Workplace pension Employee benefits platform with discounts Wellness support (mental health services, digital GP access) Regular team socials Working Hours: Monday to Friday 9:00am - 5:30pm 1 in every 3 Saturdays with the Friday off in lieuFor more information, please contact Anisha on the Business Support team at Dove & Hawk Property recruitment. Dove & Hawk Property Recruitment acts as an employment agency for permanent recruitment and employment business for the supply of permanent workers. By applying for this job you accept the T&C's and Privacy Policy which can be found at doveandhawk.co.uk
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: IFA Administrator Location: Stoke on Trent; hybrid 1-2 days from home Salary: £27,000 - £30,000 DOE (full-time) Benefits: Professional industry exams paid for and study supported 25 days holiday (excluding Bank Holidays) Holiday Purchase Scheme In-House Training Academy Annual Salary Review Day off on Birthday Life Assurance & Pension Opportunities to progress into Paraplanner or Adviser roles if desired About the Company: We are a growing financial services firm looking to expand our administration team. The company prides itself on strong culture and personality fit. This is an excellent opportunity to join a supportive and professional environment with room for progression. Key Responsibilities: Act as the first point of contact for client enquiries regarding pensions, investments, and protection Correspond with clients verbally and in writing Process new business applications Assist Paraplanners and Advisers in preparing client review packs (annual and tri-annual) Arrange client meetings and manage Advisers' diaries Complete Portfolio Illustration requests Provide back-office support and ensure administration is completed in line with company procedures Maintain accurate, compliant client records on company software What We're Looking For: Previous experience in a Financial Planning administration role (essential) Minimum 2-3 years' experience, able to hit the ground running Confident in IT and office software packages Strong organisational, planning, and communication skills Ability to prioritise workloads effectively Flexibility and adaptability Team player with a positive attitude Desirable Skills: Working knowledge of Intelligent Office (IO) and other platform experience Understanding of Model Portfolios / DFMs Analytical and problem-solving skills How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Mar 22, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: IFA Administrator Location: Stoke on Trent; hybrid 1-2 days from home Salary: £27,000 - £30,000 DOE (full-time) Benefits: Professional industry exams paid for and study supported 25 days holiday (excluding Bank Holidays) Holiday Purchase Scheme In-House Training Academy Annual Salary Review Day off on Birthday Life Assurance & Pension Opportunities to progress into Paraplanner or Adviser roles if desired About the Company: We are a growing financial services firm looking to expand our administration team. The company prides itself on strong culture and personality fit. This is an excellent opportunity to join a supportive and professional environment with room for progression. Key Responsibilities: Act as the first point of contact for client enquiries regarding pensions, investments, and protection Correspond with clients verbally and in writing Process new business applications Assist Paraplanners and Advisers in preparing client review packs (annual and tri-annual) Arrange client meetings and manage Advisers' diaries Complete Portfolio Illustration requests Provide back-office support and ensure administration is completed in line with company procedures Maintain accurate, compliant client records on company software What We're Looking For: Previous experience in a Financial Planning administration role (essential) Minimum 2-3 years' experience, able to hit the ground running Confident in IT and office software packages Strong organisational, planning, and communication skills Ability to prioritise workloads effectively Flexibility and adaptability Team player with a positive attitude Desirable Skills: Working knowledge of Intelligent Office (IO) and other platform experience Understanding of Model Portfolios / DFMs Analytical and problem-solving skills How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Mar 22, 2026
Full time
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Recruit Wealth are delighted to be representing one of the UK's most recognised and respected national Financial Planning and Wealth Management names. Our client provides independent, expert financial advice with exceptional client service at the heart of everything they do. With 30+ offices nationwide and over 200 Financial Planners, the business has built a strong reputation as a leading name in UK Financial Planning and continues to grow rapidly. Due to continued expansion and increasing client demand, they are now looking to recruit experienced IFA Administrators to join their highly professional regional teams. The Role Working closely with Financial Planners and Paraplanners, you will play an important role in supporting the advice process and ensuring clients receive a first-class, efficient and compliant service. Your responsibilities will include: Obtaining provider information (LOAs) and client illustrations Processing new business across pensions, investments and protection Submitting applications to providers and platforms Running risk profiler results via FE Analytics Assisting with research and fund switch reports Preparing client valuation reports and review documentation Processing withdrawals and client instructions Maintaining accurate client records on the back-office system Liaising with clients and providers to resolve queries What We're Looking For Experience within an IFA/Financial Planning environment Strong knowledge of pensions and investment products Excellent organisation and attention to detail Strong communication and client service skills A proactive and collaborative approach What's On Offer Competitive salary Hybrid working - 3 days office/2 days home Private pension Generous holiday allowance, increasing with service Group life cover, x4 salary Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Exam support and ongoing professional development Clear progression opportunities, including Paraplanning for example This is an excellent opportunity to join a fast-growing, well-respected Financial Planning name, backed by private equity. If you're an experienced IFA Administrator looking to join a supportive, professional and forward-thinking organisation, we'd love to hear from you. Please apply to us here at Recruit Wealth for an immediate response.
Mar 22, 2026
Full time
Recruit Wealth are delighted to be representing one of the UK's most recognised and respected national Financial Planning and Wealth Management names. Our client provides independent, expert financial advice with exceptional client service at the heart of everything they do. With 30+ offices nationwide and over 200 Financial Planners, the business has built a strong reputation as a leading name in UK Financial Planning and continues to grow rapidly. Due to continued expansion and increasing client demand, they are now looking to recruit experienced IFA Administrators to join their highly professional regional teams. The Role Working closely with Financial Planners and Paraplanners, you will play an important role in supporting the advice process and ensuring clients receive a first-class, efficient and compliant service. Your responsibilities will include: Obtaining provider information (LOAs) and client illustrations Processing new business across pensions, investments and protection Submitting applications to providers and platforms Running risk profiler results via FE Analytics Assisting with research and fund switch reports Preparing client valuation reports and review documentation Processing withdrawals and client instructions Maintaining accurate client records on the back-office system Liaising with clients and providers to resolve queries What We're Looking For Experience within an IFA/Financial Planning environment Strong knowledge of pensions and investment products Excellent organisation and attention to detail Strong communication and client service skills A proactive and collaborative approach What's On Offer Competitive salary Hybrid working - 3 days office/2 days home Private pension Generous holiday allowance, increasing with service Group life cover, x4 salary Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Exam support and ongoing professional development Clear progression opportunities, including Paraplanning for example This is an excellent opportunity to join a fast-growing, well-respected Financial Planning name, backed by private equity. If you're an experienced IFA Administrator looking to join a supportive, professional and forward-thinking organisation, we'd love to hear from you. Please apply to us here at Recruit Wealth for an immediate response.
Ernest Gordon Recruitment
Enniskillen, County Fermanagh
Payroll Admin (6 Month FTC) £27,000 - £28,000 + Monday-Friday + Training + Progression + Benefits Enniskillen, County Fermanagh Are you a Payroll Administrator / Officer with experience in a medium-large size business looking to join a stable business in a short term contract, with a friendly working environment? On offer is the opportunity to join a thriving manufacturing powerhouse that is based a click apply for full job details
Mar 22, 2026
Full time
Payroll Admin (6 Month FTC) £27,000 - £28,000 + Monday-Friday + Training + Progression + Benefits Enniskillen, County Fermanagh Are you a Payroll Administrator / Officer with experience in a medium-large size business looking to join a stable business in a short term contract, with a friendly working environment? On offer is the opportunity to join a thriving manufacturing powerhouse that is based a click apply for full job details
A well-established and growing wealth management firm is looking to appoint a Senior IFA Administrator to support its continued expansion. This is an excellent opportunity for an experienced IFA Administrator who wants to step into a more senior role within a structured, supportive environment, with clear progression into paraplanning over time. The business has a strong reputation for developing staff internally, offering long-term career paths and exposure to more technical work as you progress. The Role You will provide high-quality administrative support to Financial Planners, working across the full advice process and ensuring a smooth client journey from start to finish. Responsibilities will include: Supporting advisers with new business submissions and client servicing Preparing documentation for client meetings and reviews Managing platforms and provider interactions Processing fund switches, withdrawals and policy updates Maintaining accurate records on back-office systems Liaising with clients, providers and internal teams What We're Looking For Minimum 2 years' experience working within an IFA firm Strong understanding of financial planning processes and administration Ability to work independently and manage workloads effectively High attention to detail and organisational skills Comfortable working in a fast-paced, team-oriented environment Ideally working towards or interested in starting professional exams What's on Offer Salary up to £38,000 depending on experience Clear progression pathway into paraplanning Support with professional qualifications and development Structured onboarding and training Hybrid working following initial training period This is a great opportunity to join a firm that genuinely invests in its people and provides a clear route for long-term career growth within financial planning. If you are an experienced IFA Administrator looking for your next step, apply now or get in touch for more information.
Mar 22, 2026
Full time
A well-established and growing wealth management firm is looking to appoint a Senior IFA Administrator to support its continued expansion. This is an excellent opportunity for an experienced IFA Administrator who wants to step into a more senior role within a structured, supportive environment, with clear progression into paraplanning over time. The business has a strong reputation for developing staff internally, offering long-term career paths and exposure to more technical work as you progress. The Role You will provide high-quality administrative support to Financial Planners, working across the full advice process and ensuring a smooth client journey from start to finish. Responsibilities will include: Supporting advisers with new business submissions and client servicing Preparing documentation for client meetings and reviews Managing platforms and provider interactions Processing fund switches, withdrawals and policy updates Maintaining accurate records on back-office systems Liaising with clients, providers and internal teams What We're Looking For Minimum 2 years' experience working within an IFA firm Strong understanding of financial planning processes and administration Ability to work independently and manage workloads effectively High attention to detail and organisational skills Comfortable working in a fast-paced, team-oriented environment Ideally working towards or interested in starting professional exams What's on Offer Salary up to £38,000 depending on experience Clear progression pathway into paraplanning Support with professional qualifications and development Structured onboarding and training Hybrid working following initial training period This is a great opportunity to join a firm that genuinely invests in its people and provides a clear route for long-term career growth within financial planning. If you are an experienced IFA Administrator looking for your next step, apply now or get in touch for more information.
Grove Talent Solutions
Newcastle Upon Tyne, Tyne And Wear
Job: Financial Planning Administrator Location: Newcastle Salary: Negotiable Role Description A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team in Newcastle This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers. The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders. Responsibilities Processing new business applications Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs Arranging client meetings and managing Advisers' diaries Completing portfolio illustration requests Providing comprehensive back-office support Ensuring all financial planning administration is completed in line with company procedures Corresponding with clients in both written and verbal formats Maintaining accurate, compliant, and well-presented client records on company systems Key Requirements Previous experience working within a Financial Planning firm (essential) CII Level 3 qualification in Financial Administration preferred (training support available) Working knowledge of Intelligent Office (IO) and platform experience would be advantageous Strong ability to manage and prioritise workloads effectively Excellent communication, planning, and organisational skills Strong analytical and problem-solving abilities Benefits Professional industry exams and study supported 25 days' holiday and ability to purchase more holiday (excluding bank holidays) Annual salary reviews Birthday day off Life assurance Company Pension Clear progression opportunities to Paraplanner and Adviser roles, if desired
Mar 22, 2026
Full time
Job: Financial Planning Administrator Location: Newcastle Salary: Negotiable Role Description A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team in Newcastle This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers. The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders. Responsibilities Processing new business applications Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs Arranging client meetings and managing Advisers' diaries Completing portfolio illustration requests Providing comprehensive back-office support Ensuring all financial planning administration is completed in line with company procedures Corresponding with clients in both written and verbal formats Maintaining accurate, compliant, and well-presented client records on company systems Key Requirements Previous experience working within a Financial Planning firm (essential) CII Level 3 qualification in Financial Administration preferred (training support available) Working knowledge of Intelligent Office (IO) and platform experience would be advantageous Strong ability to manage and prioritise workloads effectively Excellent communication, planning, and organisational skills Strong analytical and problem-solving abilities Benefits Professional industry exams and study supported 25 days' holiday and ability to purchase more holiday (excluding bank holidays) Annual salary reviews Birthday day off Life assurance Company Pension Clear progression opportunities to Paraplanner and Adviser roles, if desired
IFA Administrator Birmingham Salary: Up to £30,000 (depending on experience) We are recruiting for a highly organised and proactive IFA Administrator to join a respected and growing financial services organisation. This is an excellent opportunity for someone with strong administrative experience within financial services who is looking to build their technical knowledge and career in a supportive and professional environment. You will play a key role in delivering high-quality client service, supporting advisers, and ensuring all administration is handled accurately, efficiently, and compliantly. About the Role Reporting to the Client Services Manager, you will be responsible for the day-to-day administration of life, pension, and investment business. You will also be involved in preparing documentation, maintaining accurate records, supporting annual review processes, and liaising with clients and product providers. This is not a regulated role, and does not fall under ESMA knowledge and competence guidelines. What's on Offer " Salary up to £32,000 depending on experience. " Opportunity to develop knowledge and technical skills in a well-supported environment. " Clear progression path within a growing financial services business. " Professional, collaborative team culture. Key Responsibilities Client Service & Communication " Provide a professional, courteous, and efficient service to clients at all times. " Liaise confidently with clients, solicitors, accountants, product providers, and advisers via phone, email, and written correspondence. " Produce standard and non-standard letters in response to enquiries. Administration & Processing " Manage day-to-day administration for life, pension, and investment products. " Submit new online applications, top-ups and paper-based applications, ensuring compliant and accurate processing. " Maintain trackers, spreadsheets, and internal activity logs to support efficient workflow. " Process fund switches, platform withdrawals, adviser fees, payaways, and splits. " Manage Annual Review and Portfolio Review schedules, ensuring timely completion by advisers and the Review Team. " Assist with Annual Reviews and Portfolio Reviews during busy periods. " Check portfolio reports prepared by the Review Team. " Handle group scheme renewals, auto-enrolment, and ongoing member servicing. Technical & Business Support " Undertake product and market research as required. " Obtain life, investment and pension quotations, presenting these to advisers alongside supporting documents. " Maintain and update compliance documentation, ensuring all files meet regulatory standards. " Develop and maintain strong working knowledge of relevant systems, particularly Intelliflo Office (IO) and EIM platforms. " Understand adviser bandings, introducers, payaways and associated processes. " Support apprentice staff with training and mentoring when directed. Compliance & Professional Standards " Adhere to FCA, TCF, T&C, financial crime and internal compliance procedures at all times. " Keep knowledge up to date with relevant product, legislative and technical changes. " Maintain accurate CPD records. " Follow ethical and professional standards in all client interactions. Skills & Knowledge Required " Solid administration experience within financial services (life, pensions, investments). " Strong understanding of client service and back-office processes. " Good technical knowledge or willingness to develop in this area. " High level of accuracy, organisation and attention to detail. " Proficient with Intelliflo Office (IO) or similar CRM/back-office systems (advantageous). " Strong written and verbal communication skills. " Ability to handle multiple tasks and deadlines. " Positive attitude, willingness to learn, and a professional approach For more information please contact one of our specialist consultants quoting Ref: NJR16560
Mar 22, 2026
Full time
IFA Administrator Birmingham Salary: Up to £30,000 (depending on experience) We are recruiting for a highly organised and proactive IFA Administrator to join a respected and growing financial services organisation. This is an excellent opportunity for someone with strong administrative experience within financial services who is looking to build their technical knowledge and career in a supportive and professional environment. You will play a key role in delivering high-quality client service, supporting advisers, and ensuring all administration is handled accurately, efficiently, and compliantly. About the Role Reporting to the Client Services Manager, you will be responsible for the day-to-day administration of life, pension, and investment business. You will also be involved in preparing documentation, maintaining accurate records, supporting annual review processes, and liaising with clients and product providers. This is not a regulated role, and does not fall under ESMA knowledge and competence guidelines. What's on Offer " Salary up to £32,000 depending on experience. " Opportunity to develop knowledge and technical skills in a well-supported environment. " Clear progression path within a growing financial services business. " Professional, collaborative team culture. Key Responsibilities Client Service & Communication " Provide a professional, courteous, and efficient service to clients at all times. " Liaise confidently with clients, solicitors, accountants, product providers, and advisers via phone, email, and written correspondence. " Produce standard and non-standard letters in response to enquiries. Administration & Processing " Manage day-to-day administration for life, pension, and investment products. " Submit new online applications, top-ups and paper-based applications, ensuring compliant and accurate processing. " Maintain trackers, spreadsheets, and internal activity logs to support efficient workflow. " Process fund switches, platform withdrawals, adviser fees, payaways, and splits. " Manage Annual Review and Portfolio Review schedules, ensuring timely completion by advisers and the Review Team. " Assist with Annual Reviews and Portfolio Reviews during busy periods. " Check portfolio reports prepared by the Review Team. " Handle group scheme renewals, auto-enrolment, and ongoing member servicing. Technical & Business Support " Undertake product and market research as required. " Obtain life, investment and pension quotations, presenting these to advisers alongside supporting documents. " Maintain and update compliance documentation, ensuring all files meet regulatory standards. " Develop and maintain strong working knowledge of relevant systems, particularly Intelliflo Office (IO) and EIM platforms. " Understand adviser bandings, introducers, payaways and associated processes. " Support apprentice staff with training and mentoring when directed. Compliance & Professional Standards " Adhere to FCA, TCF, T&C, financial crime and internal compliance procedures at all times. " Keep knowledge up to date with relevant product, legislative and technical changes. " Maintain accurate CPD records. " Follow ethical and professional standards in all client interactions. Skills & Knowledge Required " Solid administration experience within financial services (life, pensions, investments). " Strong understanding of client service and back-office processes. " Good technical knowledge or willingness to develop in this area. " High level of accuracy, organisation and attention to detail. " Proficient with Intelliflo Office (IO) or similar CRM/back-office systems (advantageous). " Strong written and verbal communication skills. " Ability to handle multiple tasks and deadlines. " Positive attitude, willingness to learn, and a professional approach For more information please contact one of our specialist consultants quoting Ref: NJR16560
Are you quality-focused with a passion for driving high standards, solving complex problems, and building exceptional customer relationships? This is a fantastic opportunity to take ownership of a critical function as Customer Quality Administrator, within a busy manufacturing environment. You will be the driving force behind resolving customer concerns, managing returns, and ensuring robust quality processes across the business. You will work closely with cross-functional departments to maintain and continuously improve customer satisfaction and on top of that - its a 4 day working week! What You'll Be Doing - Building strong, trusted relationships with customers - Leading investigations into quality issues from start to finish - Driving root cause analysis and implementing effective containment and corrective actions - Collaborating with cross-functional teams to prevent reoccurrence - Feeding back findings to operational teams at all levels - Maintaining Control Plans and PFMEAs - Conducting internal audits related to customer concerns - Managing ISIR inspections and coordinating PPAP submissions - Maintaining master inspection documents and ISIR sample records - Analysing quality data and reporting departmental KPIs - Managing external audits, including ISO9001 and customer standards - Providing technical support to customers and internal teams - Updating and managing IMDS for new and existing products - Leading, motivating, and mentoring the Customer Quality Team What We're Looking For - Experience with ISO & IATF management systems - Leadership experience within manufacturing (automotive preferred) - PPAP creation and management - Strong Microsoft Office skills - Problem-solving experience (8D or similar) - Knowledge of SPC, capability and MSA - Experience in system, product and process auditing - IMDS input and updates - Understanding engineering drawings - Excellent communication skills - Strong attention to detail Desirable Extras - Degree-level education - Chartered Engineer or CQI membership - Six Sigma Black Belt - Internal Auditor qualifications (IATF 16949, ISO 14001, ISO 45001) - NEBOSH qualification - 5S experience - Knowledge of REACH, RoHS and 3TG - Supplier management & auditing experience Personal Attributes We're looking for someone who is: - Analytical, inquisitive and meticulous - Able to take ownership and drive actions through to completion - Calm under pressure and highly organised - A strong communicator who can influence at all levels - Motivational and team-focused This is a fantastic opportunity to lead a key function, shape processes, drive continuous improvement and deliver real impact both internally and for customers. If you would like to know more about this amazing oppotunity please contact Gemma at Adecco today. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Mar 22, 2026
Full time
Are you quality-focused with a passion for driving high standards, solving complex problems, and building exceptional customer relationships? This is a fantastic opportunity to take ownership of a critical function as Customer Quality Administrator, within a busy manufacturing environment. You will be the driving force behind resolving customer concerns, managing returns, and ensuring robust quality processes across the business. You will work closely with cross-functional departments to maintain and continuously improve customer satisfaction and on top of that - its a 4 day working week! What You'll Be Doing - Building strong, trusted relationships with customers - Leading investigations into quality issues from start to finish - Driving root cause analysis and implementing effective containment and corrective actions - Collaborating with cross-functional teams to prevent reoccurrence - Feeding back findings to operational teams at all levels - Maintaining Control Plans and PFMEAs - Conducting internal audits related to customer concerns - Managing ISIR inspections and coordinating PPAP submissions - Maintaining master inspection documents and ISIR sample records - Analysing quality data and reporting departmental KPIs - Managing external audits, including ISO9001 and customer standards - Providing technical support to customers and internal teams - Updating and managing IMDS for new and existing products - Leading, motivating, and mentoring the Customer Quality Team What We're Looking For - Experience with ISO & IATF management systems - Leadership experience within manufacturing (automotive preferred) - PPAP creation and management - Strong Microsoft Office skills - Problem-solving experience (8D or similar) - Knowledge of SPC, capability and MSA - Experience in system, product and process auditing - IMDS input and updates - Understanding engineering drawings - Excellent communication skills - Strong attention to detail Desirable Extras - Degree-level education - Chartered Engineer or CQI membership - Six Sigma Black Belt - Internal Auditor qualifications (IATF 16949, ISO 14001, ISO 45001) - NEBOSH qualification - 5S experience - Knowledge of REACH, RoHS and 3TG - Supplier management & auditing experience Personal Attributes We're looking for someone who is: - Analytical, inquisitive and meticulous - Able to take ownership and drive actions through to completion - Calm under pressure and highly organised - A strong communicator who can influence at all levels - Motivational and team-focused This is a fantastic opportunity to lead a key function, shape processes, drive continuous improvement and deliver real impact both internally and for customers. If you would like to know more about this amazing oppotunity please contact Gemma at Adecco today. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Are you highly organised, detail-driven, and motivated by helping clients receive exceptional financial advice? We're looking for a proactive Senior Administrator to join a growing financial planning team. This is a pivotal role working closely with advisers and paraplanners to ensure clients receive a seamless, professional, and well-coordinated service. If you thrive in a fast-paced environment, enjoy variety in your day, and take pride in delivering outstanding client support, this could be the perfect next step in your career. About the Role As an IFA Administrator, you will be at the heart of the advice process. You'll manage client reviews, coordinate documentation, support advisers, and ensure our back-office systems are accurate and up to date. You'll also be a key point of contact for clients, helping maintain strong relationships and ensuring their needs are met promptly and professionally. This is a diverse and rewarding position with real influence over the client experience and the smooth running of the business. Key Responsibilities Client Review & Advice Support Identify clients due for review and arrange appointments. Prepare and manage client files, ensuring all required documentation is complete. Gather missing information directly from clients and input data into Intelliflo (IO). Post-Submission & Case Management Upload documents to lenders/providers and follow up on outstanding requirements. Keep clients updated throughout the process. Proactively progress new business applications and chase providers for updates. Adviser & Office Support Provide day-to-day administrative support to advisers. Answer calls, manage messages, and respond to central mailbox enquiries. Book internal meetings and manage the central diary. Meet and greet clients and prepare meeting rooms. Ongoing Client Servicing Process top-ups, pension withdrawals, and annual review packs. Issue letters of authority and gather provider information. Respond to client queries promptly and efficiently Work with paraplanners to complete compliance and service cases. Platform & Data Management Monitor transfers-in, claim advice fees, and invest client monies. Ensure client data is stored securely, and Intelliflo is always up to date. Sort and distribute daily post and deliveries. About You We're looking for someone who brings energy, accuracy, and a genuine interest in financial services. Essential Qualities Highly organised with exceptional attention to detail. Strong written and verbal communication skills. Able to build positive working relationships with colleagues and clients. Comfortable working under pressure and managing multiple tasks. Desirable Experience Previous experience as an IFA Administrator. Familiarity with Intelliflo (IO) or similar back-office systems. Undergraduate degree or equivalent. Willingness to work towards a Level 4 financial advice qualification . Why Join? You'll be part of a supportive, professional team where your contribution genuinely matters. This role offers variety, responsibility, and the opportunity to develop your knowledge of UK financial services - with clear pathways for progression.
Mar 22, 2026
Full time
Are you highly organised, detail-driven, and motivated by helping clients receive exceptional financial advice? We're looking for a proactive Senior Administrator to join a growing financial planning team. This is a pivotal role working closely with advisers and paraplanners to ensure clients receive a seamless, professional, and well-coordinated service. If you thrive in a fast-paced environment, enjoy variety in your day, and take pride in delivering outstanding client support, this could be the perfect next step in your career. About the Role As an IFA Administrator, you will be at the heart of the advice process. You'll manage client reviews, coordinate documentation, support advisers, and ensure our back-office systems are accurate and up to date. You'll also be a key point of contact for clients, helping maintain strong relationships and ensuring their needs are met promptly and professionally. This is a diverse and rewarding position with real influence over the client experience and the smooth running of the business. Key Responsibilities Client Review & Advice Support Identify clients due for review and arrange appointments. Prepare and manage client files, ensuring all required documentation is complete. Gather missing information directly from clients and input data into Intelliflo (IO). Post-Submission & Case Management Upload documents to lenders/providers and follow up on outstanding requirements. Keep clients updated throughout the process. Proactively progress new business applications and chase providers for updates. Adviser & Office Support Provide day-to-day administrative support to advisers. Answer calls, manage messages, and respond to central mailbox enquiries. Book internal meetings and manage the central diary. Meet and greet clients and prepare meeting rooms. Ongoing Client Servicing Process top-ups, pension withdrawals, and annual review packs. Issue letters of authority and gather provider information. Respond to client queries promptly and efficiently Work with paraplanners to complete compliance and service cases. Platform & Data Management Monitor transfers-in, claim advice fees, and invest client monies. Ensure client data is stored securely, and Intelliflo is always up to date. Sort and distribute daily post and deliveries. About You We're looking for someone who brings energy, accuracy, and a genuine interest in financial services. Essential Qualities Highly organised with exceptional attention to detail. Strong written and verbal communication skills. Able to build positive working relationships with colleagues and clients. Comfortable working under pressure and managing multiple tasks. Desirable Experience Previous experience as an IFA Administrator. Familiarity with Intelliflo (IO) or similar back-office systems. Undergraduate degree or equivalent. Willingness to work towards a Level 4 financial advice qualification . Why Join? You'll be part of a supportive, professional team where your contribution genuinely matters. This role offers variety, responsibility, and the opportunity to develop your knowledge of UK financial services - with clear pathways for progression.
Your new company Our client is a small, specialist team focused on delivering a wide range of high-quality IT solutions. The team currently consists of two people, and you will report directly to the Director, working in a collaborative yet autonomous environment. Your new role We are looking for a Systems Administrator & Support Assistant to manage and support the organisation's internal IT environment as well as one of its clients. This role combines hands-on user support with infrastructure administration, with a strong emphasis on security, reliability, and clear documentation. You will be responsible for maintaining a modern Microsoft-based workplace while supporting a growing team of approximately 80 employees across multiple departments. Key responsibilities: Administer and maintain Windows-based environments and Microsoft 365 services. Manage users, devices, policies, and compliance through Microsoft Intune Provide day-to-day technical support to employees across multiple departments Maintain strong security practices, including access control, endpoint protection, and system hardening Manage and support virtualised infrastructure environments Assist with deployment and maintenance of Docker-based services where required Monitor systems using log aggregation and infrastructure monitoring tools Maintain accurate, structured documentation for all systems, configurations, and support processes Support onboarding and offboarding workflows, including device provisioning and account lifecycle management Troubleshoot hardware, software, networking, and productivity tool issues Tools & Technology Environment: Windows Microsoft 365 Microsoft Intune Docker XCP-ng / Virtualisation platforms Log aggregation and monitoring tools Identity and access management tools Internal documentation systems What you'll need to succeed Strong administration experience with Windows environments Advanced Microsoft 365 administration experience Hands-on experience with Microsoft Intune device and policy management Experience managing IT environments for approximately 50-100 users Familiarity with virtualisation platforms, including XCP-ng or similar Working knowledge of Docker and containerised services Experience using log aggregation platforms and monitoring tools Strong understanding of security best practices and endpoint management Demonstrated ability to produce clear and maintainable technical documentation Desirable: PowerShell scripting or basic automation experience Familiarity with identity and access management concepts Experience working in small teams with broad operational responsibilities Understanding of networking fundamentals and troubleshooting Key Soft Skills: Strong organisational skills and attention to detail Clear communication with technical and non-technical stakeholders Security-focused mindset with a proactive approach to risk reduction Ability to prioritise support tasks while contributing to longer-term improvements What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays EA is a trading division of Hays Specialist Recruitment Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Mar 22, 2026
Full time
Your new company Our client is a small, specialist team focused on delivering a wide range of high-quality IT solutions. The team currently consists of two people, and you will report directly to the Director, working in a collaborative yet autonomous environment. Your new role We are looking for a Systems Administrator & Support Assistant to manage and support the organisation's internal IT environment as well as one of its clients. This role combines hands-on user support with infrastructure administration, with a strong emphasis on security, reliability, and clear documentation. You will be responsible for maintaining a modern Microsoft-based workplace while supporting a growing team of approximately 80 employees across multiple departments. Key responsibilities: Administer and maintain Windows-based environments and Microsoft 365 services. Manage users, devices, policies, and compliance through Microsoft Intune Provide day-to-day technical support to employees across multiple departments Maintain strong security practices, including access control, endpoint protection, and system hardening Manage and support virtualised infrastructure environments Assist with deployment and maintenance of Docker-based services where required Monitor systems using log aggregation and infrastructure monitoring tools Maintain accurate, structured documentation for all systems, configurations, and support processes Support onboarding and offboarding workflows, including device provisioning and account lifecycle management Troubleshoot hardware, software, networking, and productivity tool issues Tools & Technology Environment: Windows Microsoft 365 Microsoft Intune Docker XCP-ng / Virtualisation platforms Log aggregation and monitoring tools Identity and access management tools Internal documentation systems What you'll need to succeed Strong administration experience with Windows environments Advanced Microsoft 365 administration experience Hands-on experience with Microsoft Intune device and policy management Experience managing IT environments for approximately 50-100 users Familiarity with virtualisation platforms, including XCP-ng or similar Working knowledge of Docker and containerised services Experience using log aggregation platforms and monitoring tools Strong understanding of security best practices and endpoint management Demonstrated ability to produce clear and maintainable technical documentation Desirable: PowerShell scripting or basic automation experience Familiarity with identity and access management concepts Experience working in small teams with broad operational responsibilities Understanding of networking fundamentals and troubleshooting Key Soft Skills: Strong organisational skills and attention to detail Clear communication with technical and non-technical stakeholders Security-focused mindset with a proactive approach to risk reduction Ability to prioritise support tasks while contributing to longer-term improvements What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays EA is a trading division of Hays Specialist Recruitment Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Job Title: IFA Administrator Industry: Financial Advice Location: Birmingham (Hybrid post-probation) Salary: £26,000 - £30,000 DOE Reference Number: 10082 Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm specialising in delivering a comprehensive range of services, including investment advice, retirement planning, and legacy planning, supporting individuals, families, and businesses across the Midlands and beyond. As an IFA Administrator you will provide support to Office Managers & Financial planners across all aspects of financial services administration. This will include processing Letters of Authority (LOA), prepare client documentation, and liaise with providers and clients. Responsibilities Processing new business applications and liaising with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis What's in it for you: Salary up to £30,000 depending on experience Auto enrolment pension 23 days annual leave plus bank holidays Group Life cover Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Hybrid working post probation Skills and experience required: Minimum of 2 years' experience (or equivalent) as an Administrator within an Independent Financial Adviser Proven experience within Financial Services Strong organisational skills with the ability to plan and prioritise effectively Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Mar 22, 2026
Full time
Job Title: IFA Administrator Industry: Financial Advice Location: Birmingham (Hybrid post-probation) Salary: £26,000 - £30,000 DOE Reference Number: 10082 Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm specialising in delivering a comprehensive range of services, including investment advice, retirement planning, and legacy planning, supporting individuals, families, and businesses across the Midlands and beyond. As an IFA Administrator you will provide support to Office Managers & Financial planners across all aspects of financial services administration. This will include processing Letters of Authority (LOA), prepare client documentation, and liaise with providers and clients. Responsibilities Processing new business applications and liaising with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis What's in it for you: Salary up to £30,000 depending on experience Auto enrolment pension 23 days annual leave plus bank holidays Group Life cover Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Hybrid working post probation Skills and experience required: Minimum of 2 years' experience (or equivalent) as an Administrator within an Independent Financial Adviser Proven experience within Financial Services Strong organisational skills with the ability to plan and prioritise effectively Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Mar 22, 2026
Full time
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Mar 22, 2026
Full time
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Mar 22, 2026
Full time
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
